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Comprehensive Financial Planning’s Autodesk ADSK Stock Holding History

Comprehensive Financial Planning’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$2.96K – 386
2025
Q4 		$2.96K Buy
+10
New +$3.03K ﹤0.01% 341

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Comprehensive Financial Planning's ADSK Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Autodesk (ADSK) in Q1 2026, closing a stake of 10 shares — an estimated $2.96K sold.

Comprehensive Financial Planning first reported a position in ADSK in Q4 2025 and held it in 1 quarter. The position peaked at $2.96K in Q4 2025. 1,323 funds tracked by Wall St. Rank hold ADSK as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Autodesk position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 10 Autodesk shares in Q1 2026, an estimated $2.96K.
  • Comprehensive Financial Planning first reported a position in Autodesk in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Autodesk position peaked at $2.96K in Q4 2025.
  • 1,323 funds tracked by Wall St. Rank held Autodesk as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.